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Master Trust & Custody

We have more than 25 years of experience providing master trust and custody services to clients that use multiple investment managers or want to aggregate multiple plans. We offer sophisticated solutions to help you improve transaction accuracy and timeliness, reduce costs, leverage assets and simplify asset management.

An advantage of working with us is our ability to create specialized, unitized master trust accounts. Through unitized accounting, you can combine your assets for investment purposes, while maintaining ownership of each account within the pooled account.

Learn more about how Institutional Trust & Custody can meet your needs:

Master Trust & Custody
Defined Benefit Plans
Endowments/Foundations/Not-for-Profits
Taft-Hartley Plans

Institutional/Government
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